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Orion Portfolio Solutions’s Vanguard Health Care ETF VHT Stock Holding History

Orion Portfolio Solutions’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$6.24M Buy
23,580
+2,388
+11% +$636K 0.06% 298
2024
Q4 		$5.38M Sell
21,192
-1,836
-8% -$495K 0.05% 309
2024
Q3 		$6.5M Sell
23,028
-87
-0.4% -$24.2K 0.06% 284
2024
Q2 		$6.15M Sell
23,115
-1,387
-6% -$364K 0.06% 271
2024
Q1 		$6.63M Buy
24,502
+1,391
+6% +$365K 0.07% 265
2023
Q4 		$5.95M Sell
23,111
-5,831
-20% -$1.38M 0.07% 270
2023
Q3 		$6.8M Buy
28,942
+1,351
+5% +$329K 0.08% 229
2023
Q2 		$6.75M Sell
27,591
-1,290
-4% -$314K 0.07% 261
2023
Q1 		$6.89M Sell
28,881
-4,696
-14% -$1.13M 0.09% 206
2022
Q4 		$8.33M Sell
33,577
-822
-2% -$199K 0.29% 56
2022
Q3 		$7.7M Buy
34,399
+70
+0.2% +$16.7K 0.3% 51
2022
Q2 		$8.08M Sell
34,329
-1,798
-5% -$433K 0.32% 50
2022
Q1 		$9.19M Sell
36,127
-1,193
-3% -$295K 0.32% 49
2021
Q4 		$9.94M Buy
37,320
+639
+2% +$163K 0.33% 50
2021
Q3 		$9.07M Buy
36,681
+663
+2% +$170K 0.33% 50
2021
Q2 		$8.9M Sell
36,018
-1,187
-3% -$284K 0.35% 50
2021
Q1 		$8.51M Sell
37,205
-2,687
-7% -$616K 0.37% 48
2020
Q4 		$8.93M Sell
39,892
-2,762
-6% -$590K 0.42% 46
2020
Q3 		$8.7M Sell
42,654
-5,545
-12% -$1.12M 0.45% 40
2020
Q2 		$9.29M Buy
48,199
+47,720
+9,962% +$8.95M 0.5% 38
2020
Q1 		$80K Buy
479
+413
+626% +$75.5K 0.01% 493
2019
Q4 		$13K Buy
+66
New +$11.8K ﹤0.01% 926

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Orion Portfolio Solutions's VHT Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Vanguard Health Care ETF (VHT) stake by 11% in Q1 2025, buying an estimated $636K and bringing the position to 23,580 shares worth $6.24M. The position accounts for 0.06% of the portfolio, ranked #298.

Orion Portfolio Solutions first reported a position in VHT in Q4 2019 and has held it in 22 quarters since. The position peaked at $9.94M in Q4 2021. 1,056 funds tracked by Wall St. Rank hold VHT as of Q1 2025.

  • Orion Portfolio Solutions held 23,580 shares of Vanguard Health Care ETF worth $6.24M as of Q1 2025.
  • Orion Portfolio Solutions bought 2,388 Vanguard Health Care ETF shares in Q1 2025, an estimated $636K.
  • Vanguard Health Care ETF made up 0.06% of Orion Portfolio Solutions's portfolio in Q1 2025, its #298 holding.
  • Orion Portfolio Solutions first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's Vanguard Health Care ETF position peaked at $9.94M in Q4 2021.
  • 1,056 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.